Webinar On-Demand:
Manage People, Access, Organizations, and Engagements in One Place with Engagifii
In a world filled with members, staff, boards, committees, vendors, officials, and more—clarity matters. Engagifii’s Relationship Module helps you go beyond the basics to truly understand and manage the people and organizations that power your mission.
This webinar will show how Engagifii gives associations the ability to define, segment, and serve every kind of contact with confidence. From multi-role support and organizational affiliations to dynamic permissions and access control, you’ll see how to create a relationship management system that reflects your real-world structure.
If you're looking for a streamlined solution that strengthens relationships and supports your workflow seamlessly, this session is designed for you.
Watch Webinar
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What You'll Learn
- How to define unlimited types of people and organizations—members, volunteers, officials, partners, and more
- How to support individuals with multiple roles, even across multiple entities
- How to track affiliations, term history, and committee participation
- How to control visibility at every level—from platform areas to individual fields
- How to build dynamic groups for engagement based on activity, affiliation, or custom criteria
- How granular roles and permissions support smarter workflows and cleaner data
- How it all comes together to support staff efficiency, stronger engagement, and a better experience for everyone you serve
Who Should Attend
- Membership and Operations Teams managing complex contact relationships
- Admins and Platform Managers configuring access and permissions
- Engagement and Communications Leads building targeted, reliable outreach
- Association and Government Leaders seeking a platform that reflects their real-world structure
Level Up Your Relationship Intelligence Strategy
Your organization relies on accurate data and effective engagement. In this webinar, we’ll:
- Walk through how to define and manage people and organizations with clarity.
- Show how to tailor access and visibility across forms, events, and communication tools.
- Highlight how relationship intelligence improves data integrity and member experience.